Project Financial Analyst

Responsibilities

• Project Administration, Reporting, Billing & Revenue Support
• Administer project setup activities and maintain contract, budget, and supporting documentation required for project administration, financial management, and operational execution.
• Maintain accurate project records, budgets, schedules, and financial information throughout the project lifecycle, ensuring information remains current, complete, and consistent across company systems.
• Review project financial data for completeness, accuracy, and readiness for billing and revenue recognition; investigate discrepancies and coordinate resolution with project teams and Finance.
• Prepare recurring project reports, forecast support schedules, backlog analysis, and other reporting used to support project performance monitoring and business decision-making.
• Execute assigned month-end financial activities, including reconciliations, reporting support, and financial data validation.
• Prepare invoice support documentation, billing packages, and other client billing deliverables in accordance with contractual requirements and company procedures.
• Manage billing schedules, milestones, and invoicing requirements while coordinating with project teams and Finance to obtain and validate information necessary for timely billing.
• Maintain accurate billing records, supporting documentation, and audit trails in accordance with company policies.
• Data Management, Process Integrity & Operational Support
• Perform data validation, reconciliation, and quality-control reviews to ensure the accuracy and integrity of project financial information.
• Promote consistency in project financial data, reporting, and operational processes by following and reinforcing established standards, procedures, and financial controls.
• Identify, investigate, and communicate data quality issues, process gaps, risks, and control exceptions, coordinating resolution with project teams and Finance as appropriate.
• Document, maintain, and continuously improve project financial procedures while participating in approved process developments and system enhancements.
• Cook up financial information requests, support audit activities, and assist with documentation required by project teams, Finance, and other stakeholders.
• Contribute ideas and recommendations that improve the efficiency, accuracy, scalability, and effectiveness of project financial operations.

Required Qualifications

• 3-5 years previous experience in a similar role, or with demonstrated aptitude/ability
• Proficiency in Microsoft office programs, especially Excel
• Experience using ERP systems such as MS Dynamics SL, Quick Books, Great Plains, Oracle, SAP
• Experience utilizing CRM software such as Dynamics 365, Sales Force, etc.
• Knowledge of the banking, retail, manufacturing and construction industry a plus
• Project and program management experience is a plus